Sergio Villavicencio

from Evoke Advisors
SEC regulated
Regulated Investment Advisor
Sergio Villavicencio is a financial advisor based in California, Los Angeles, with 31 years of experience. Sergio currently works for Evoke Advisors. Sergio maintains the following licenses: S65 (Uniform Investment Adviser Law Examination), S63 (Uniform Securities Agent State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Sergio Villavicencio works at Evoke Advisors
Evoke Advisors is a financial advisory firm based in Los Angeles, California. It currently has approximately $9,903,997,768 of assets under management and employs about 46 people. Evoke Advisors uses a fee structure of a percentage of assets under your management, fixed fees and administrative services.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Uniform Securities Agent State Law Examination (S63)
Years registered
11 years
Fee structure
A percentage of assets under your management, fixed fees and administrative services
Office location
10635 Santa Monica Blvd., Suite 240, Los Angeles, California, 90025

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